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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,998 | $110,240-32.0% | $96,544-22.3% | $139,487-46.2% |
| Participation rate | 42.1% | 78.1%-36.0pp | 76.0%-33.9pp | 80.3%-38.2pp |
| Annual return | 14.29% | 26.41%-12.1pp | 25.88%-11.6pp | 373.84%-359.6pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,041 | $5,549-45.2% | $4,851-37.3% | $6,713-54.7% |
| Admin fee / account holder | $26,796 | $11,602+130.9% | $8,254+224.6% | $11,407+134.9% |